Financial-Partners-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  null,
  "BLK",
  null,
  "CAT",
  null,
  "AVGO",
  null,
  null,
  "CP.TO",
  null,
  null,
  null,
  null,
  null,
  "PECO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BUSE",
  null,
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  "MCD",
  "FTF",
  null,
  "UNP",
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  "MSFT",
  "EVRG",
  null,
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  "IJK",
  "IVV",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  "O",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "TMO",
  "VO",
  "SLQT",
  "VOE",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "IWO",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "MGC",
  "SAIA",
  "PSN",
  "SDY",
  "IWP",
  "IWR",
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VTWO",
  "V",
  "WMT",
  "IUSG",
  null,
  "SCHD",
  "ET",
  "SO",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  "DGRO",
  "ESGU",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DOCU",
  null,
  "IJJ",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 190
Total Value: 647782837
Accession Number: 0001667731-25-000599
Form Type: 13F-HR
CIK: financial-partners-group
Manager Name: Financial-Partners-Group

Data Enrichment

54% identified

103 identified87 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

190 positions • $647,782.837K total value

190 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 10

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05613H100

Shares:16.8K

Value:$424.4K

81369Y704

Shares:3.2K

Value:$422.6K

74347G234

Shares:10.7K

Value:$416.6K

464287648

IWO|464287648

Shares:1.6K

Value:$412.9K

464287465

EFA|464287465

Shares:4.5K

Value:$369.0K

464287846

Shares:2.7K

Value:$369.0K

46138G698

Shares:3.7K

Value:$366.2K

COCA COLA CO

KO|191216100

Shares:5.0K

Value:$361.6K

464288810

Shares:6.0K

Value:$359.2K

81369Y308

Shares:4.4K

Value:$359.0K

HOME DEPOT, INC.

HD|437076102

Shares:974

Value:$357.1K

SAIA INC

SAIA|78709Y105

Shares:1.0K

Value:$354.3K

46137V365

Shares:4.3K

Value:$350.5K

025072810

Shares:3.8K

Value:$346.7K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0K

Value:$337.7K

QUALCOMM INC/DE

QCOM|747525103

Shares:2.2K

Value:$331.5K

78464A375

Shares:9.9K

Value:$328.8K

025072885

Shares:3.5K

Value:$325.3K

92189F676

Shares:1.5K

Value:$318.6K

464287606

IJK|464287606

Shares:3.8K

Value:$317.1K

Instrument	Shares		Other Manager	Value
(cusip05613H100)✕	16.8K	QoQ NEW(+16.8K) YoY NEW(+16.8K)	All Managers (Combined)	$424.4K	QoQ NEW(+$424.4K) YoY NEW(+$424.4K)
(cusip81369Y704)✕	3.2K	QoQ +3.79% (+118) YoY NEW(+3.2K)	All Managers (Combined)	$422.6K	QoQ +3.22% (+$13.2K) YoY NEW(+$422.6K)
(cusip74347G234)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$416.6K	QoQ NEW(+$416.6K) YoY NEW(+$416.6K)
(IWOcusip464287648)	1.6K	QoQ +3.19% (-50) YoY +21.32% (+284)	All Managers (Combined)	$412.9K	QoQ -8.37% (-$37.8K) YoY +14.45% (+$52.2K)
(EFAcusip464287465)	4.5K	QoQ -0.57% (-26) YoY -0.30% (-14)	All Managers (Combined)	$369.0K	QoQ +7.47% (-$25.7K) YoY +2.01% (-$7.3K)
(cusip464287846)✕	2.7K	QoQ -4.74% (-135) YoY -4.74% (-135)	All Managers (Combined)	$369.0K	QoQ -9.38% (-$38.2K) YoY +1.22% (-$4.5K)
(cusip46138G698)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$366.2K	QoQ NEW(+$366.2K) YoY NEW(+$366.2K)
COCA COLA CO(KOcusip191216100)	5.0K	QoQ +2.43% (+120) YoY -9.71% (-543)	All Managers (Combined)	$361.6K	QoQ +17.82% (+$54.7K) YoY +5.69% (-$19.5K)
(cusip464288810)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$359.2K	QoQ NEW(+$359.2K) YoY NEW(+$359.2K)
(cusip81369Y308)✕	4.4K	QoQ +2.95% (+126) YoY +2.73% (+117)	All Managers (Combined)	$359.0K	QoQ +6.95% (+$23.3K) YoY +9.89% (+$32.3K)
HOME DEPOT, INC.(HDcusip437076102)	974	QoQ +3.61% (-34) YoY -2.50% (-25)	All Managers (Combined)	$357.1K	QoQ -2.30% (-$8.4K) YoY -6.83% (-$26.2K)
SAIA INC(SAIAcusip78709Y105)	1.0K	QoQ 0.00% (-0) YoY -0.97% (-10)	All Managers (Combined)	$354.3K	QoQ -23.32% (-$107.8K) YoY -40.85% (-$244.7K)
(cusip46137V365)✕	4.3K	QoQ +0.61% (+26) YoY NEW(+4.3K)	All Managers (Combined)	$350.5K	QoQ +7.86% (+$25.6K) YoY NEW(+$350.5K)
(cusip025072810)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$346.7K	QoQ NEW(+$346.7K) YoY NEW(+$346.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.0K	QoQ +6.54% (-125) YoY -11.17% (-256)	All Managers (Combined)	$337.7K	QoQ -10.42% (-$39.3K) YoY +8.35% (-$26.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$331.5K	QoQ NEW(+$331.5K) YoY NEW(+$331.5K)
(cusip78464A375)✕	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$328.8K	QoQ NEW(+$328.8K) YoY NEW(+$328.8K)
(cusip025072885)✕	3.5K	QoQ -0.08% (-3) YoY -4.60% (-170)	All Managers (Combined)	$325.3K	QoQ -4.78% (-$16.3K) YoY -1.53% (-$5.1K)
(cusip92189F676)✕	1.5K	QoQ -1.11% (-17) YoY NEW(+1.5K)	All Managers (Combined)	$318.6K	QoQ -13.65% (-$50.4K) YoY NEW(+$318.6K)
(IJKcusip464287606)	3.8K	QoQ +2.69% (-100) YoY +21.55% (+675)	All Managers (Combined)	$317.1K	QoQ -5.92% (-$20.0K) YoY +10.93% (+$31.3K)